We are live on ! Find out more

2,114 hedge funds and large institutions have $80.3B invested in Boeing in 2021 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 897 increasing their positions, 732 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 113

43% more funds holding in top 10

Funds holding in top 10: 4463 (+19)

23% more repeat investments, than reductions

Existing positions increased: 897 | Existing positions reduced: 732

20% more capital invested

Capital invested by funds: $66.9B → $80.3B (+$13.3B)

18% more call options, than puts

Call options by funds: $11.9B | Put options by funds: $10.1B

4% more funds holding

Funds holding: 2,0382,114 (+76)

1.24% less ownership

Funds ownership: 55.35%54.11% (-1.2%)

Holders
2,114
Holders Change
+76
Holders Change %
+3.73%
% of All Funds
37.12%
Holding in Top 10
63
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+43.18%
% of All Funds
1.11%
New
209
Increased
897
Reduced
732
Closed
113
Calls
$11.9B
Puts
$10.1B
Net Calls
+$1.81B
Net Calls Change
+$1.76B
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
326
New Mexico Educational Retirement Board
New Mexico
$8.63M
CAM
327
Claret Asset Management
Quebec, Canada
$8.62M -$183K -824 -2%
SEI Investments
328
SEI Investments
Pennsylvania
$8.61M -$1.63M -7,317 -18%
HCM
329
Hillman Capital Management
Maryland
$8.54M +$723K +3,251 +11%
AI
330
Atria Investments
North Carolina
$8.53M +$445 +2 +0%
SWP
331
Stratos Wealth Partners
Ohio
$8.51M +$99.8K +449 +1%
SI
332
Stephens Inc
Arkansas
$8.45M +$1.24M +5,572 +20%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$8.35M +$299K +1,343 +4%
Squarepoint
334
Squarepoint
New York
$8.35M -$28.5M -128,394 -80%
DLCIG
335
D.L. Carlson Investment Group
New Hampshire
$8.34M +$2.76M +12,419 +61%
BIM
336
Bridges Investment Management
Nebraska
$8.34M +$358K +1,612 +5%
BSW
337
Buckingham Strategic Wealth
Missouri
$8.33M -$83.8K -377 -1%
CCM
338
Covington Capital Management
California
$8.25M +$492K +2,214 +7%
BRWM
339
B. Riley Wealth Management
Tennessee
$8.19M +$1.2M +5,410 +20%
FAB
340
First American Bank
Illinois
$8.18M +$417K +1,874 +6%
EGA
341
Eagle Global Advisors
Texas
$8.17M -$84.5K -380 -1%
III
342
Independent Investors Inc
New York
$8.13M
VFA
343
Valeo Financial Advisors
Indiana
$8.1M -$9.18M -41,290 -41%
WHG
344
Westwood Holdings Group
Texas
$8.07M +$704K +3,168 +11%
ZCM
345
Ziegler Capital Management
Illinois
$7.97M -$4.05M -18,225 -37%
TI
346
tru Independence
Oregon
$7.97M +$6.38M +28,691 +1,111%
IAA
347
Independent Advisor Alliance
North Carolina
$7.86M +$281K +1,264 +4%
Holocene Advisors
348
Holocene Advisors
New York
$7.86M +$6.86M +30,850 New
GWI
349
Grace & White Inc
New York
$7.83M
LKIM
350
Lawson Kroeker Investment Management
Nebraska
$7.82M -$1.56K -7 -0%

BA Hedge Fund Activity: Q1 2021 in Review

2,114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q1 2021, worth a combined $80.3B — up 20% from $66.9B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new BA positions and 113 closed out — a net gain of 96 holders — while 897 added to existing stakes and 732 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Newport Trust Company, cutting an estimated $757M.

  • 2,114 institutional investors held Boeing (BA) as of Q1 2021, up from 2,038 in Q4 2020.
  • Funds reported $80.3B of Boeing stock for Q1 2021, up 20% quarter-over-quarter.
  • 209 funds opened new Boeing positions in Q1 2021 and 113 closed out, a net change of +96 holders.
  • The largest Boeing buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Boeing seller in Q1 2021 was Newport Trust Company, an estimated $757M sold.

Based on aggregated 13F filings for Q1 2021.